Raymond James Financial
VEL icon

Raymond James Financial’s Velocity Financial VEL Stock Holding History

Raymond James Financial’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-36
Closed -$667 – 6710
2025
Q2 		$667 Buy
+36
New +$631 ﹤0.01% 6633

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial's VEL Position: Q3 2025 in Review

Raymond James Financial sold out of Velocity Financial (VEL) in Q3 2025, closing a stake of 36 shares — an estimated $667 sold.

Raymond James Financial first reported a position in VEL in Q2 2025 and held it in 1 quarter. The position peaked at $667 in Q2 2025. 106 funds tracked by Wall St. Rank hold VEL as of Q3 2025.

  • Raymond James Financial reported no remaining Velocity Financial position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 36 Velocity Financial shares in Q3 2025, an estimated $667.
  • Raymond James Financial first reported a position in Velocity Financial in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Velocity Financial position peaked at $667 in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.